Phil Mikhail
Phil Mikhail, CFP®, CIM®, FMA, CIWM, CEA
Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice.
My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a customized financial plan tailored to their personal and financial situation.
We are committed to ensuring the financial planning and wealth management process is comfortable for our clients and communication is consistent and clear as we work together to maneuver through the financial stages in your life.
Whether it be children's education, business investment, retirement, estate, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process.
We look forward to working with you.
Office Address: 209 Dundas Street East 5th Floor, Whitby, ON L1N 7H8
Phone number: (905) 420-8201
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